Mark Sheptoff Financial Planning’s Sanchez Energy Corporation SN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-700
| Closed | – | – | 375 |
|
|
2018
Q4 | $0 | Buy |
700
+200
| +40% | – | ﹤0.01% | 379 |
|
|
2018
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 355 |
|
|
2018
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 363 |
|
|
2017
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 345 |
|
|
2017
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 355 |
|
|
2017
Q2 | $4K | Sell |
500
-1
| -0.2% | -$8 | ﹤0.01% | 321 |
|
|
2017
Q1 | $5K | Buy |
501
+1
| +0.2% | +$10 | ﹤0.01% | 312 |
|
|
2016
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 300 |
|
|
2016
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
|
2016
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 300 |
|
|
2016
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 309 |
|
|
2015
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 337 |
|
|
2015
Q3 | $3K | Sell |
500
-3,300
| -87% | -$19.8K | ﹤0.01% | 328 |
|
|
2015
Q2 | $37K | Sell |
3,800
-1,300
| -25% | -$12.7K | 0.03% | 187 |
|
|
2015
Q1 | $66K | Buy |
+5,100
| New | +$66K | 0.06% | 151 |
|
|
2014
Q4 | – | Sell |
-16,080
| Closed | -$422K | – | 349 |
|
|
2014
Q3 | $422K | Buy |
16,080
+2,100
| +15% | +$55.1K | 0.37% | 70 |
|
|
2014
Q2 | $526K | Buy |
+13,980
| New | +$526K | 0.45% | 60 |
|